SAMO Financial LLC

Empowering accredited IT executives to diversify their portfolios and build wealth passively through passive real estate investing. We offer opportunities to IT executives to partner with us on tax-efficient investments and to take actionable steps to achieve financial independence without disrupting their demanding schedules.

Key Highlights:
> Host "The Power of Passive Investing", a YouTube webinar series educating accredited investors on passive real estate investing, tax-efficient strategies, and personal development to support financial independence.
> Have delivered over 100 educational webinars to date and continue to provide actionable insights that help clients confidently invest millions in tax-efficient real estate opportunities.
> Guid high-net-worth investors to diversify their portfolios and achieve financial independence without disrupting their busy schedules.
> Authored the Amazon Best-Selling Book ‘Your Legacy on Main Street,’ offering actionable strategies for creating generational wealth.

📞 Ready to learn how passive real estate can work for you? Schedule your complimentary consultation: https://tidycal.com/callwithalina/15-minute-meeting

Managing Partner & Passive Income Educator

Self Published

Author of the Amazon Best-Selling Book ‘Your Legacy on Main Street.’ This book offers actionable strategies for accredited investors to build passive income and generational wealth through real estate investing. It has inspired countless professionals to simplify wealth creation and take control of their financial futures.
Recognized for its practical insights and easy-to-follow framework.

Amazon Best-Selling Author

Feliciano School of Business - Montclair State University

https://www.montclair.edu/entrepreneur/virtual-mentorship/
Providing strategic mentorship to new and existing business owners, helping them build and scale successful enterprises.

Key Contributions:

> Advise entrepreneurs on funding strategies, business setup, capital raising, and creating actionable roadmaps for business growth.
> Guide clients on establishing a social media presence, building thought leadership platforms, and developing effective marketing strategies.
> Support business owners in hiring processes, operational scaling, and overcoming challenges to ensure sustainable success.

SME Small Business Coach/Consultant

TEDxBillings

Delivered a TEDx Talk on empowering parents to teach financial literacy to their children from an early age. Explored practical strategies for instilling money management skills and creating generational wealth through family-based education.

The talk emphasized the importance of starting financial education in grade school, equipping children with the tools to navigate real-world financial challenges and opportunities.

Aligned with my broader mission, the talk inspires families to embrace proactive financial literacy to build a legacy of empowerment and financial resilience.

📺 Watch my TEDx Talk here: https://www.youtube.com/watch?v=ro5Aciv3YIQ

TEDx Speaker

TF Management Group, LLC

Led investor relations and engagement for TF Management Group, specializing in alternative investment strategies for accredited investors.

Key Contributions:

> Built and maintained strong relationships with accredited investors, fostering trust and transparency throughout the investment lifecycle.
> Managed communication strategies to provide investors with updates on fund performance, market trends, and strategic opportunities.
> Supported fundraising efforts by educating investors on TF’s diversified portfolio offerings and tax-efficient strategies.
> Ensured compliance with regulatory standards while delivering exceptional service to high-net-worth individuals.
> Streamlined investor onboarding processes, enhancing efficiency and satisfaction.

Head of Investor Relations

Realvestor, Real Estate Bees, PodMAX, On Air Brands

Provided strategic advice on real estate investments, business growth, and marketing strategies to startups and established companies. Focused on product development, operational scaling, and enhancing market presence. Contributed to improving business outcomes through tailored recommendations and actionable growth strategies.

Strategic Advisor | Real Estate & Business Ventures

Ernst & Young, ADP, Toys R Us, and American Standard

Worked with globally recognized organizations across tax compliance, business management, e-commerce, and IT implementation. Developed expertise in managing cross-functional teams, improving operational efficiency, and driving large-scale projects for multinational organizations.

Key Contributions:
Ernst & Young & American Standard: Managed tax compliance for multinational organizations, ensuring regulatory adherence, accuracy in financial reporting, and seamless audit processes.
Toys R Us: Directed business management for global and e-commerce operations, implementing strategies that improved operational efficiency and drove growth in the digital retail space.
ADP: Streamlined payroll and HR technology solutions at ADP, improving efficiency for large-scale operations.
These experiences provided a strong foundation in leadership, operational strategy, and technology implementation, which now inform my work as a wealth educator and mentor in real estate investing and financial literacy.

Tax, Business Management, and Information Technology Specialist

Creating financially healthy and independent millionaires. One person at a time. Daily educational and inspirational posts.

As an accredited IT executive, you’ve built a successful career, but navigating volatile markets, managing taxes, and growing wealth passively can feel overwhelming.

I work with high-earning IT pros who are great at making money—but need a better game plan for keeping and growing it. I help them shift from stock-heavy, stress-heavy portfolios into passive real estate and private lending. And I don’t just drop insights and disappear—I walk with them through the actual steps, so they know exactly what to do and feel confident doing it. Because insight without action? That’s just expensive procrastination.

With over a decade of experience in real estate syndications and tax strategies, I simplify the process of building wealth—giving you the confidence to take control of your financial future without disrupting your busy schedule.

As the author of the Amazon Best-Selling Book, ‘Your Legacy on Main Street,’ and a TEDx Speaker, I provide actionable strategies that have helped countless professionals unlock the power of passive real estate investments. My proven methods have enabled clients to create consistent cash flow and retain more of their income through tax efficiencies.

Ready to take the next step? Let’s discuss your goals and explore tailored strategies to help you build wealth passively. 


➡️ Interested in learning more?
✔️ Schedule your complimentary consultation here: https://tidycal.com/callwithalina/15-minute-meeting

Disclaimer: All investments involve risk, and past performance does not guarantee future results. This information is provided for educational purposes only and should not be construed as financial or investment advice.

www.SAMOFinancial.com
alina@samofinancial.com
201-754-8251

You can't run numbers on a napkin and expect us to buy.


We recently underwrote a 38,000+ SF industrial building in Hudson, OH.

On the surface, it looked promising:
→ Good location
→ Updated roof
→ Flexible use potential

Then we requested the financials.
They handed us a napkin.
Literally.

Here’s what was missing:
→ No realistic rent roll
→ No leases on file
→ No tenant data

How do you model returns without real numbers?

The property also had age-related concerns:
→ Some updates, sure
→ But zero insight into deferred maintenance
→ No clarity on future capital needs

And with softening demand in that market?
Vacancy risk matters more than ever.

As real estate investors, we don’t speculate.
We prioritize:
→ Clarity over promises
→ Stability over potential
→ Fundamentals over “trust me”

So we walked away.
Because chasing deals without data isn’t investing.
It’s gambling.

Would you have passed on this deal?
=====================
Comment "tax savings" and I’ll inbox you A Beginner’s Guide to Tax-Efficient Strategies Through Passive Real Estate Investing.

Alina Trigub

Guiding $350k+ IT Executives to Diversify Investments Beyond Wall Street through Real Estate| Amazon Best-Selling Author & TEDx Speaker | Tax-Efficient Strategies | Schedule Your Free Discovery Call Today

Why Midwest Retail Was My Contrarian Bet for 2025. And Still Is Going Into 2026


At the start of 2025, most investors dismissed retail. Nine months later, the numbers prove otherwise. The fear was overdone, especially in the Midwest.

Myth 1: “Retail is dead.”

Reality: Retail is resilient.
Through Q3 2025, U.S. retail investment volume topped $30B, up double digits year-over-year. Net-lease cap rates held near 7%, and grocery-anchored Midwest centers kept seeing compression. Quiet money has been buying while sentiment stayed negative.

Myth 2: “Too much vacancy, no demand.”

Reality: Vacancy is steady and reabsorption is strong.
National vacancy hovers around 5.8–6%, nearly flat year-over-year. Service-based tenants: medical, fitness, last-mile fulfillment, continue to backfill space. New supply remains disciplined, keeping fundamentals intact.

Myth 3: “No capital for retail.”

Reality: Institutional money is back.
Transaction volume is up more than 20% year-over-year. Over half of institutions now expect retail to drive a majority of private-market flows within two years. The capital wall is real.

Why I’m still focused on the Midwest:
·      Pricing has reset more sharply than on the coasts
·      Grocery-anchored retail remains e-commerce resistant
·      Many assets are still mispriced due to lingering fear

What I’m watching going into 2026:
·      Rent and vacancy trends in secondary Midwest metros
·      Distressed sellers and motivated owners
·      Lender appetite as rates stabilize

Contrarian bets don’t look smart until they do. Midwest retail was ignored in early 2025; now it’s proving why fundamentals always win.

If you’re seeking yield and downside protection outside multifamily, Midwest retail deserves a closer look before the crowd catches on.

Disclosure: This post is for informational purposes only and does not constitute an offer to buy or sell securities. All investments carry risk, including loss of principal. Past performance does not guarantee future results.

commercial real estate

A 25 bps cut won’t move the needle.
But the 10-year Treasury yield will. And it already has.



The Fed meets this week.
Markets expect a small rate cut.

But in commercial real estate, overnight rates don’t drive the action.

The real signal?

The 10-year Treasury yield — the benchmark for long-term debt.

Here’s what matters:
The market is already pricing in cuts.
Forecasts expect the 10-year yield to finish 2025 around 3.8–4.0%, then hover near 4.25% by the end of 2026.

That’s good news for CRE:
✅ Fewer shocks
✅ More transactions
✅ Renewed pricing confidence

If the 10-year stays under 4.0%, expect deal volume to rebound, not because capital is “cheap,” but because sentiment shifts before spreadsheets do.

Do you think the 10-year yield is low enough to revive deal flow?

$4,000 Gold Isn’t the Top. It’s the Warning Shot


The smartest money is already moving. Are you?

Gold just hit $4,000 per ounce.
This isn’t just a price milestone.
It’s a signal of wealth preservation.

For high-net-worth investors, gold isn’t about chasing returns.
It’s about:
1) Liquidity when markets freeze
2) Trust when systems break
3)  Protection against currency debasement

Why this matters:
Gold remains one of the few assets uncorrelated with stocks and real estate. It shines when everything else dims.

Central banks are buying physical gold at the fastest pace in 50 years. Many are doing it quietly.

The ultra-wealthy aren’t just holding bars. They’re investing in:
·      Vaulting infrastructure
·      Mining royalties
·      Private placements

How smart capital is positioning:
·      Reallocating at least 10% of net worth into gold across multiple jurisdictions
·      Combining gold with digital stores of value for asymmetric upside
·      Redefining cash as real, physical, unencumbered gold

$4,000 per ounce isn’t the peak. It’s the turning point.
It reflects not fear, but foresight.

Are you rethinking your exposure to real assets?

Most 1031 options are dull, overpromised, and underperforming. This one isn’t.


If you’re an accredited investor, whether or not you’re completing a 1031 exchange, this is the kind of deal that rarely makes it to market.

It combines immediate income, development upside, and land appreciation: three growth levers in one structure.

Here’s the breakdown:
1.    Existing NNN tenant generating $495K annually from day one.
2.    IOS development land ready for build-out and lease-up.
3.    Commercial parcel with 7-Eleven as a potential anchor tenant under contract.

No speculative value-add. No ground-up risk. Just a hybrid asset designed for both yield and growth.

Projected metrics:
=>      20%+ IRR
=>      2.0x+ equity multiple
=>      5-year hold
=>      Partial principal return around years 3–4

This offering is open only to accredited investors.

It’s one of the few opportunities that aligns cash flow, appreciation, and tax efficiency in a single investment.

Would you redeploy your equity into a deal that pays you and compounds tomorrow’s value?

DM me for details before allocations close.

A $112M lesson in why brand is not a business.



Retail Ecommerce Ventures bought distressed legends like RadioShack, Pier 1, and Modell’s.

Now the SEC alleges it was a Ponzi scheme that masked losses and misled investors.

What the SEC alleges
·      Portfolio brands were pitched as “on fire,” but none produced real profits.
·      Payouts relied on new investor money, loans, and intercompany transfers.
·      $16M was allegedly diverted for personal use.
·      After REV dissolved, assets were moved to a new entity.

3 investor lessons
1.    Brand ≠ value
A famous name without cash generation is a liability.
2.    Promises ≠ execution
Narratives mean nothing without audited financials and operating cash flow.
3.    New capital ≠ viability

If old obligations depend on new investor money, that’s a red flag. Durable businesses fund themselves.
This isn’t just a scandal. It’s a reminder to underwrite earnings, not stories.

Alpha belongs to disciplined operators who follow the cash.
What red flags are you seeing in deals right now? 

To learn how to spot red flags, reach out to schedule time with me.

This Bird Wasn’t Supposed to Exist. But Neither Were You.


In Texas, scientists just confirmed something unexpected:
A bird that’s part green jay, part blue jay.
A hybrid.
Born out of change.

These two species weren't meant to meet.

But climate shifts pushed them into the same space.
And nature improvised.

That story hit me more personally than I expected.

Over 30 years ago, I came to the U.S.
New culture.
New language.
New expectations.
I didn’t belong. Not exactly.
Like that bird, I had to adapt to a world that didn’t quite make room for me.

I had to evolve without losing what made me different.

And here’s what I’ve learned:
Change doesn’t wait for permission.
It just arrives.

When it does, you can either adapt or get left behind.
That bird wasn’t supposed to exist.
Now it’s the only one of its kind.
Maybe that’s the hidden upside of uncertainty.

It pushes us to become something the world has never seen before.

Not in spite of the challenge.
But because of it.

Have you ever had to reinvent yourself in an environment that didn’t make space for you?
I'd love to hear how you made it work.

Trust isn’t built on charm. It’s built on actions.


Four years ago at a conference, I met a couple who became potential investors. Normal networking conversation, nothing unusual.

Second meeting on Zoom, I asked how much they were thinking of investing in our offering.

Their response stopped me cold:

“Here’s how much we have to invest total. We’re thinking of investing with you and 2 other operators. How should we break it down?”

I was stunned. 

“You realize I represent one of the operators, right? Why are you telling me this?”

“We trust your judgment.”

My heart racing, I felt the weight of that trust. Here they were, asking ME how to allocate their money between my company and our competitors.

The easy path? Give advice that benefited us.

Instead, I guided them with questions. Let them reach their own conclusions about allocation. Made sure the decisions came from them, not me.

That moment taught me something crucial: your intentions are clearer than you think. 

People can sense when you’re genuinely looking out for their best interests versus your own.

Now I approach every business conversation differently. 

I ask a lot of questions. I listen for what they really need, not just what I want to sell.

Because here’s what I learned: when people trust your judgment over your pitch, that’s when real business relationships begin.

The couple? They invested. But more importantly, they refer others who trust their judgment about who to trust.

Your intentions show up in your actions faster than you realize. What are yours saying about you?

After 9 years in real estate investing, I’ve learned that the scariest stories aren’t in haunted houses: they’re in deals that looked “passive.”



Every year, I watch smart professionals wire money into investments they barely understand.

And when the returns disappear, they call it bad luck.
It isn’t.

It’s a horror story that repeats itself.

This Halloween, I put together 10 Harsh Truths About Passive Investing, lessons every serious investor should learn before their next deal.

Read the carousel. Then tell me: which truth gave you chills?

real estate investing

A man. A penguin. And a friendship that rewrote the rules of nature.


In 2011, a Brazilian fisherman found a penguin on the beach, starving, covered in oil, and barely alive.

He didn’t wait for help.
He became the help.
He cleaned it, fed it, and gave it a safe place to heal.
A few months later, the penguin swam back into the ocean.

End of story, right?
Not quite.

For the next five years, that same penguin swam thousands of miles every single year just to visit the man who once saved him.

No leash. 
No training. 
No reason other than loyalty.

Doing good doesn’t always have an ROI.

Kindness doesn’t need an agenda.
Some bonds defy logic but never love.

Whether it’s mentoring a colleague, opening a door, or offering guidance with no expectation in return, we never really know how far a small act of care can travel.

Sometimes it comes back to you in waves.
Or in this case, flippers. :)

What’s one small act of kindness you’ll never forget?

How High-Income Professionals Accidentally Stay Broke


After decades in IT leadership and investing, I’ve seen the same financial blind spots repeat across six-figure earners.

1. Putting 100% faith in the stock market
When your entire future depends on Wall Street, you’ve traded control for volatility.
The market goes up, the market goes down.
But you never decide when or how much.

2. Ignoring tax-advantaged strategies
Too many professionals give away money they didn’t have to.
They skip depreciation benefits.
They fail to optimize retirement rollovers.
They pay the IRS more than the law requires.

3. Waiting to diversify “until later”
The longer you wait, the more compounding you lose.
Time is the one asset you can’t replace.
You’ve built a career on logic and discipline.

So why invest in things you can’t control?

Which of these mistakes feels closest to home for you right now?

Trust is the currency. 
Likability is the mint.


In The Influence Advantage, a new book by six Certified Cialdini Practitioners, co-author Vladimir Bushin makes the case that likability is more than being nice.

It creates a measurable edge. People say yes more often to those they like.

That means shorter sales cycles, better negotiations, and less resistance inside any organization.

This is not charm or fluff. It is practical, evidence-based influence.

From Bushin’s chapter Liking is King, a few techniques you can use today:
• Find real similarity early. Shared goals or experiences build instant rapport.
• Lead with warmth, then competence. People judge intent before skill.
• Offer specific, sincere praise. Target effort or values, not empty compliments.
• Reframe adversaries as allies. Put yourselves on the same side of the table.

Investor takeaway: capital, deals, and partnerships move faster when trust is earned early.
Relationships compound just like investments.

Bottom line: likability is not a nice-to-have. It is a measurable edge in business and wealth building. Read this book if you haven't yet.

When was the last time you closed a deal primarily because the other party liked and trusted you?

The $1M Illusion: Why Most Investors Get “Safety” Completely Wrong


Most investors get "safety" wrong.
And it’s costing them millions.

Everyone quotes Benjamin Graham’s margin of safety like gospel.

But after 9 years of investing in real estate, here’s the truth Wall Street won’t tell you:

Stock market safety?
It’s an illusion.

Here’s why:
In public markets, safety feels scientific.
You’ve got models. Metrics. Instant liquidity.

It feels like control.
But it isn’t.

Liquidity just means you can panic faster.

Transparency doesn’t protect you when sentiment flips.
Remember 2022?

Ask anyone holding "undervalued" tech.
Their margin of safety vanished, in weeks.

Now compare that to real estate:
·      It’s local and illiquid
·      It forces underwriting based on the actual data
·      It requires long-term discipline

Which is exactly why it works.

In real estate, you create your margin of safety through:
·      Conservative leverage
·      Active, hands-on asset management
·      Real cash flow
·      Tax-advantaged income

These aren’t numbers on a spreadsheet.
They’re actions that protect your capital.
I’ve lived both sides.

Stock investors chase “safety” in volatility charts.
Real estate investors build wealth through control and consistency.

True safety isn’t theoretical.
It’s earned through control, discipline, and tangible assets that perform—regardless of market noise.

Thinking of moving capital into real assets where safety is earned, not assumed?

Message me.

I work with a select few professionals each quarter who want to invest with clarity, control, and long-term confidence.

Markets Are Playing With Fire And Most Investors Are Asleep.



Two key market indicators recently crossed into dangerous territory:

1. Buffett Indicator: Market Cap to GDP is now 218.5%
Buffett once warned anything above 200% is "playing with fire."

2. Shiller CAPE Ratio: Currently at 39.79
The last time it was higher? The peak of the dot-com bubble.

Both metrics are flashing the same signal:
Markets are priced for perfection.
And perfection rarely holds.

If you're a high-income professional, this isn’t a panic moment.
It’s a pivot point.

Public markets offer liquidity but come with daily volatility and limited control.

Private investments require more diligence but provide flexibility through:
·      Longer time horizons
·      Strategic use of leverage
·      Cash flow and tax planning opportunities

Different risks. Different rewards.

In times like these, smart investors rebalance instead of retreat.

How are you adjusting your investment strategy heading into 2026?

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